Good morning everyone, I've just been reading another article in Smart Money magazine (March 2010 issue) which is touting the benefits of investing in MLP's. MLP's are Master Limited Partnerships. The article makes interesting points about the returns you might achieve but I feel that ...
The club taxes are completed and I need to send a cover letter explaining E*Trade's reporting under the wrong number. Calls and letters providing the correct TIN to E*Trade failed because the account was closed. I talked to the IRS for advice and the person ...
As part of the recent PBG / PEP merger, TD charged us a $20 "Mandatory Reorganization Fee" which they apparently charge when there's a merger or other acquisition type of activity. (It's in their laundry list of "Brokerage Rates and Fees". Two questions: 1. How ...
I am thinking about moving our account to Fidelity Investments. Can those of you that use them weigh in with pros, cons, problems? I appreciate it, thanks, Carole.
Original Message From: "Wayne Pisanchyn" <waynej3@bivio.com> To: "club cafe" <club_cafe@bivio.com> Cc: waynej3@epix.net Sent: Thursday, March 4, 2010 1:35:29 PM GMT -05:00 US/Canada Eastern Subject: club_cafe: account balance Wayne if you have a cash balance interest is paid on a daily basis. Bivio will include the ...
I haven't seen this question before. I have successfully completed the taxes for my club and it is now time to print and file them. Do I have to print page 2 of each K1? This is the page with the codes on it. It ...
This is the first year I am treasurer for our club. We use Ameritrade for our trading. I noticed that the cash account balance in Bivio for Ameritrade is a different amount than the money market balance in Ameritrade. What can cause this? Can it ...
Hi folks, I know there are a lot of BetterInvesting members who populate this board. If any of you live in the BI NC Triad Chapter region, I would like to personally invite you to join me on March 27th in Greensboro, NC for their ...
I'm going over our clubs 1065 form (generated from Bivio) now. Pages 4 and 5 are totally blank. We are a brand new club, and we made a whopping .34 cents this year! Is it incorrect that the .34 cents is not reported on the ...
We have several members related to other members, but not to all the members. At most there may be 3 members related to each other. The tax returns shows all the those members as owning over 80% of the club as though they all have ...
Hello, Our bank charged us a $ 10 service fee that they credited back to us. The problem is that bivio is classifying it as Income which it really is not. This in turn is showing up in the tax return as income. I have ...
OUr club received a form 571-L in the mail today. The form is from the Assessor-Recorder's office in the city of San Francisco, and it is titled 'Business and Property Statement City and County of San Francisco' Essentially, it seems to be asking for the ...